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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,151 | $23,330-90.8% | $64,489-96.7% | $82,448-97.4% |
| Participation rate | 70.7% | 68.3%+2.4pp | 67.7%+3.0pp | 68.1%+2.6pp |
| Annual return | 24.08% | 83.66%-59.6pp | 55.03%-30.9pp | 41.64%-17.6pp |
| Employer contribution / active EE | $306 | $824-62.9% | $1,523-79.9% | $2,551-88.0% |
| Participant deferral / active EE | $1,090 | $1,707-36.1% | $2,778-60.8% | $4,139-73.7% |
| Admin fee / account holder | $105 | $2,946-96.4% | $4,260-97.5% | $7,234-98.5% |